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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $433,090 | $110,212+293.0% | $96,534+348.6% | $139,466+210.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.01% | 26.42%-14.4pp | 25.88%-13.9pp | 373.66%-361.6pp |
| Employer contribution / active EE | $8,333 | $3,620+130.2% | $2,965+181.0% | $4,754+75.3% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $10,746 | $11,599-7.4% | $8,253+30.2% | $11,409-5.8% |